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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$13.36
Change-$0.23 (-1.69%)
VolumeN/A
Net Assets562.4M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
OISVX vs VSCAX Comparison Chart
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OISVX vs. VSCAX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. OISVX (562M). OISVX pays higher dividends than VSCAX: OISVX (1.02) vs VSCAX (0.37). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.39) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OISVX (26.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. OISVX (-5.66). VSCAX return over 5 years is better than : 116.10 vs. OISVX (31.02).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.25 | 1.12 | 112% |
| Annual Report Gross Expense Ratio | 1.39 | 1.12 | 124% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -6.964 | -3.573 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 562M | 6.48B | 9% |
| Annual Yield % from dividends | 1.02 | 0.37 | 278% |
| Returns for 1 year | -5.66 | 0.16 | -3,620% |
| Returns for 3 years | -1.14 | 29.03 | -4% |
| Returns for 5 years | 31.02 | 116.10 | 27% |
| Returns for 10 years | -1.33 | 10.55 | -13% |
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